WCM Focused Emerging Markets Fund (WFEMX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WFEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WFEMX
WFEMX charges 1.50% annually. There are 189 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | WFEMX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | WFEMX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | WFEMX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | WFEMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | WFEMX vs FPADX |
Best Risk-Adjusted Alternatives to WFEMX
WFEMX has a PortfoliosLab risk / return rank of 36. There are 177 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | WFEMX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | WFEMX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | WFEMX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | WFEMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | WFEMX vs DEMAX |
Top Performing WFEMX Alternatives (YTD)
WFEMX is at 15.78% YTD. There are 119 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | WFEMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | WFEMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | WFEMX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | WFEMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | WFEMX vs GMAQX |
Lowest Volatility Alternatives to WFEMX
WFEMX has 24.01% 1-year volatility. There are 159 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | WFEMX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | WFEMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | WFEMX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | WFEMX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | WFEMX vs FGKPX |
Lowest Drawdown Alternatives to WFEMX
WFEMX has a 1-year max drawdown of -14.56%. There are 136 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | WFEMX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | WFEMX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | WFEMX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | WFEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | WFEMX vs COBYX |
Other Mutual Funds from WCM
The 8 most viewed WCM mutual funds shown here include WCMIX, WCMSX, WCQGX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 20 | 12.14% | — | May 2011 | WFEMX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 5 | 4.11% | — | Nov 2015 | WFEMX vs WCMSX | |
| WCM China Quality Growth Fund | Quality Factor, China Equities, Asia Pacific Equities | 3 | -6.65% | — | Mar 2020 | WFEMX vs WCQGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 63 | 12.57% | — | Jun 2020 | WFEMX vs WLIVX | |
| WCM Focused Global Growth Fund | Global Equities | 36 | 8.33% | — | Jun 2013 | WFEMX vs WFGGX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 18 | 8.78% | — | Oct 2019 | WFEMX vs WCMNX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 19 | 9.66% | — | Mar 2021 | WFEMX vs WCFOX | |
| WCM Focused Emerging Markets Fund Institutional Cl... | Emerging Markets Equities | 35 | 15.94% | — | Jun 2013 | WFEMX vs WCMEX |
Often Compared With WFEMX
Investors most often compare WFEMX with EMPTX, EFEIX, LCSMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WFEMX with Any Fund or Stock
Compare WFEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WFEMX with funds that move differently
WCM Focused Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFEMX.
Explore WFEMX Diversifiers